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NuScale Power

205 hedge funds and large institutions have $515M invested in NuScale Power in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 77 increasing their positions, 28 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 28

133% more call options, than puts

Call options by funds: $77.4M | Put options by funds: $33.3M

94% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 32

16% more capital invested

Capital invested by funds: $445M → $515M (+$69.4M)

15% more funds holding

Funds holding: 179205 (+26)

3.36% more ownership

Funds ownership: 43.01%46.37% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
205
Holders Change
+26
Holders Change %
+14.53%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
62
Increased
77
Reduced
28
Closed
32
Calls
$77.4M
Puts
$33.3M
Net Calls
+$44.1M
Net Calls Change
+$468K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
201
Aster Capital Management
United Arab Emirates
$266 +$235 +23 New
WWM
202
Wolff Wiese Magana
California
$116
MFA
203
McClarren Financial Advisors
Pennsylvania
$2
EI
204
EAM Investors
California
-$2.99M -255,475 Closed
SC
205
Sculptor Capital
New York
-$1.37M -117,100 Closed
Macquarie Group
206
Macquarie Group
Australia
-$1.28M -109,603 Closed
LSA
207
L & S Advisors
California
-$1.11M -94,535 Closed
Renaissance Technologies
208
Renaissance Technologies
New York
-$1.08M -92,500 Closed
CCM
209
CloudAlpha Capital Management
Hong Kong
-$630K -53,877 Closed
SEI Investments
210
SEI Investments
Pennsylvania
-$520K -44,486 Closed
Simplex Trading
211
Simplex Trading
Illinois
-$343K -33,653 Closed
CF
212
Cantor Fitzgerald
New York
-$326K -27,900 Closed
GS
213
GTS Securities
New York
-$280K -27,463 Closed
AGM
214
Alpine Global Management
New York
-$262K -22,395 Closed
BFM
215
Boothbay Fund Management
New York
-$220K -18,792 Closed
MCM
216
Mengis Capital Management
Oregon
-$219K -18,700 Closed
BCM
217
Bluefin Capital Management
New York
-$205K -17,500 Closed
MGAM
218
McGowan Group Asset Management
Texas
-$204K -17,473 Closed
GIA
219
Gladstone Institutional Advisory
Florida
-$170K -14,544 Closed
BFG
220
Bleakley Financial Group
New Jersey
-$159K -13,613 Closed
SW
221
Simplicity Wealth
New Jersey
-$159K -13,613 Closed
BCM
222
Brookstone Capital Management
Illinois
-$150K -10,736 Closed
Principal Financial Group
223
Principal Financial Group
Iowa
-$123K -10,483 Closed
EPWM
224
Essex Private Wealth Management
Massachusetts
-$117K -10,000 Closed
RFA
225
Register Financial Advisors
Georgia
-$35.1K -3,000 Closed

SMR Hedge Fund Activity: Q3 2024 in Review

205 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q3 2024, worth a combined $515M — up 16% from $445M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SMR positions and 32 closed out — a net gain of 30 holders — while 77 added to existing stakes and 28 trimmed.

The largest buyer was Mirae Asset Global ETFs Holdings, adding an estimated $10.6M. The largest seller was Fidelity Investments, cutting an estimated $21.9M.

  • 205 institutional investors held NuScale Power (SMR) as of Q3 2024, up from 179 in Q2 2024.
  • Funds reported $515M of NuScale Power stock for Q3 2024, up 16% quarter-over-quarter.
  • 62 funds opened new NuScale Power positions in Q3 2024 and 32 closed out, a net change of +30 holders.
  • The largest NuScale Power buyer in Q3 2024 was Mirae Asset Global ETFs Holdings, an estimated $10.6M added.
  • The largest NuScale Power seller in Q3 2024 was Fidelity Investments, an estimated $21.9M sold.

Based on aggregated 13F filings for Q3 2024.